# RLGT earnings call intelligence

LOPJLB CallCard / temporal rollup · freemium · [stock page](https://www.lopjlb.com/stock/RLGT) · [Earnings tab](https://www.lopjlb.com/stock/RLGT?tab=earnings)

Updated: 2026-09-10T06:29:34

Quarters analyzed: 8

## Cross-quarter narrative

Across 8 calls for RLGT, management tone moved from +0.30 (2024 Q4) to +0.00 (2026 Q3). Latest guidance stance: vague. Latest desk line: n/a

## Latest CallCard · Q3

**Guidance:** vague

**Tone:** mgmt 0 · Q&A pressure 0 · divergence 0

## Quarter one-liners

- **2026 Q3:** —
- **2026 Q2:** Radiant Logistics posted solid adjusted EBITDA growth after excluding the low‑margin Milton project, highlighted early traction for Navigate and its new AI agent Ray, and expressed optimism despite capacity tightening and uncertain weather‑related project work.
- **2026 Q1:** Radiant posted $6.8 M adjusted EBITDA despite a tough freight market, highlighted the early rollout of its Navegate platform, completed the Weport Mexico acquisition and continued active stock buybacks.
- **2025 Q4:** Radiant Logistics posted a 24% YoY rise in adjusted EBITDA to $38.8 M, driven by multiple acquisitions, while noting near‑term trade‑tariff volatility and maintaining an optimistic outlook with a strong balance sheet.
- **2025 Q3:** Radiant Logistics posted strong Q3 earnings with adjusted EBITDA up 80% year‑over‑year, but flagged near‑term tariff volatility and expects a soft June quarter while remaining optimistic on growth through acquisitions and a strong balance sheet.
- **2025 Q2:** —
- **2025 Q1:** RLGT Q1 FY25: Adj EBITDA $9.5M flat YoY; storm-related project work boosts near-term; acquisitions (Foundation, Focus) and agent conversions drive growth; balance sheet strong ($10M cash, $200M facility); expect softer margins but higher gross margin dollars in Q2 on charter work.
- **2024 Q4:** Radiant Logistics reports sequential Q4 improvement with net income up 750% QoQ, but full-year results down sharply YoY; strong balance sheet, active tuck-in acquisitions, cautious on freight market recovery timing.

## Theme arcs

- **Management tone** (deteriorating): Δ mgmt=-0.30

## Fear persistence

- **freight market cyclicality** [resolved]: 2024 Q4
- **port strike disruption** [resolved]: 2024 Q4
- **lack of macro catalyst** [resolved]: 2024 Q4
- **customer demand weakness** [resolved]: 2024 Q4
- **m&a seller expectations** [resolved]: 2024 Q4
- **economic/political uncertainty** [resolved]: 2024 Q4
- **integration of acquisitions** [resolved]: 2024 Q4
- **government contract execution** [resolved]: 2024 Q4
- **freight market headwinds** [recurring]: 2025 Q1, 2026 Q1
- **non-recurring project revenue** [resolved]: 2025 Q1

## Guidance path

2024 Q4:vague → 2025 Q1:vague → 2025 Q2:vague → 2025 Q3:vague → 2025 Q4:vague → 2026 Q1:vague → 2026 Q2:vague → 2026 Q3:vague

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Research context only. Not personalized investment advice.

API: `GET /bff/api/bigfive/earnings-intel/RLGT`